Financial consultant
Ameriprise Financial Advisors
Vikram Kohli - Ameriprise Financial Services is a Santa Clara-based financial advisory firm led by Vikram Kohli, an experienced MBA and Certified Financial Planner (CFP). With a team of knowledgeable professionals, they offer a range of financial advisory services and utilize digital tools for collaboration, providing market and economic insights to help clients achieve their financial goals. Vikram Kohli holds several qualifications, including the AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA designations, demonstrating his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, wealth management, behavioral finance, philanthropy, annuities, senior living, divorce financial analysis, estate planning, exit planning, and financial analysis.Generated from the website